Client Value Executive (Account Manager) - Financial Services

$104,500 - $178,200/Yr

TransUnion - New York, NY

Full-time - Mid Level

Remote - New York, NY

Administrative and Support Services

About the position

The Client Value Executive (Account Manager) at TransUnion is responsible for managing day-to-day client relationships for a portfolio of Financial Services clients. This role focuses on protecting and retaining existing client revenue while fostering collaboration with internal teams to ensure client satisfaction and drive incremental revenue opportunities. The position requires a consultative approach to sales, leveraging technical expertise to address client needs and develop long-term partnerships.

Responsibilities

• Proactively manage a large base of existing Financial Services clients, supporting day-to-day customer relationships with 15-20 clients valued at $30M in annual revenue.
• Defend existing revenue within assigned account base, focusing on driving client value by understanding each client's business needs.
• Expand relationships within existing accounts to uncover new revenue opportunities by partnering with Sales and Client Executives.
• Coordinate and deliver Quarterly Business Reviews with clients as applicable.
• Resolve client issues efficiently by coordinating all necessary internal resources.
• Acquire and integrate industry knowledge related to trends, technologies, and competitors in the Financial Services vertical.
• Maintain meeting notes, renewal forecasts, legal documentation, and client contact information in Salesforce.com.
• Contribute to Account Business Plans within a matrixed internal team for assigned clients.
• Provide ongoing education to clients about our solutions through thought leadership and events.

Requirements

• Minimum of 5 years' experience in a highly technical, complex, and fast-paced selling environment.
• Strong work ethic with a track record of retaining and growing a client base of $30M+.
• Experience managing the entire sales cycle from need identification to implementation.
• Excellent interpersonal, customer relationship management, and organizational skills; project management skills are a plus.
• Fluent in negotiating complex agreements and communicating technical concepts.
• Strong presentation and meeting facilitation skills, both face-to-face and virtually.
• Intellectual curiosity, attention to detail, high energy, and a drive to win.
• Ability to multitask and creatively resolve client issues.
• Proficient in Salesforce, PowerPoint, Excel, Word, and virtual meeting software.

Nice-to-haves

• Experience in the Financial Services industry.
• Knowledge of identity-driven Fraud, Risk, Compliance, Digital and Marketing Measurement solutions.

Benefits

• Flexible time off for exempt associates.
• Paid time off for non-exempt associates.
• Tuition reimbursement.
• 10 weeks of parental leave with gradual return after short-term disability.
• Adoption assistance and fertility coverage.
• Spousal and domestic partner benefits.
• Charity gift matching.
• Employee stock purchase plan.
• Retirement contributions with employer match.
• Organizational growth potential through online learning platform.
• Access to Employee Resource Groups.